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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Martin Smith (CRD# 3133737) is an Investment Advisor Representative working at Steele Capital Management, Inc. in Dubuque, IA and has over 25 years of experience in the finance industry.
Nicholas Smith (CRD# 5340984) is an Investment Advisor Representative working at Steele Capital Management, Inc. in Dubuque, IA and has over 16 years of experience in the finance industry. Nicholas Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Steele (CRD# 1017847) is an Investment Advisor Representative working at Steele Capital Management, Inc. in Dubuque, IA and has over 33 years of experience in the finance industry.
Kevin Stevens (CRD# 2302167) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Dubuque, IA and has over 31 years of experience in the finance industry. Kevin Stevens has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ashlie Stoddard (CRD# 5907393) is an Investment Advisor Representative working at Edward Jones in Elizabeth, IL and has over 12 years of experience in the finance industry.
David Swisher (CRD# 2266323) is an Investment Advisor Representative working at Benchmark Capital Group Ltd. in Galena, IL and has over 31 years of experience in the finance industry. David Swisher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michelle Thomson-Henry (CRD# 6255394) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Platteville, WI and has over 10 years of experience in the finance industry.
Kevin Timmerman (CRD# 2519009) is an Investment Advisor Representative working at Steele Capital Management, Inc. and has over 21 years of experience in the finance industry. He has been ranked by Barron's as one of the Top 100 Investment Advisors in the country for nine consecutive years.
Andrew Tranel (CRD# 6420432) is an Investment Advisor Representative working at Rosemeyer Management Group in Platteville, WI and has over 11 years of experience in the finance industry. Andrew Tranel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Weston Vorwald (CRD# 6045982) is an Investment Advisor Representative working at Edward Jones in Dubuque, IA and has over 11 years of experience in the finance industry.